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Vanguard Long-Term Bond ETF

376 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 160 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

30% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 123

3% more funds holding

Funds holding: 364376 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4% less capital invested

Capital invested by funds: $3.31B → $3.19B (-$121M)

1.57% less ownership

Funds ownership: 53.84%52.27% (-1.6%)

40% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.93M

Holders
376
Holders Change
+12
Holders Change %
+3.3%
% of All Funds
4.95%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
60
Increased
160
Reduced
123
Closed
42
Calls
$1.16M
Puts
$1.93M
Net Calls
-$773K
Net Calls Change
+$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
Walker Asset Management
Missouri
$227K +$3.35K +47 +1%
PFM
277
Potomac Fund Management
Florida
$226K +$236K +3,301 New
CIA
278
Compass Ion Advisors
Pennsylvania
$217K
KFS
279
Kelly Financial Services
Massachusetts
$216K -$194K -2,724 -46%
ISFAN
280
Investor's Fiduciary Advisor Network
Washington
$212K +$222K +3,111 New
JSL
281
JT Stratford LLC
Georgia
$211K +$4.64K +65 +2%
TLFA
282
True Link Financial Advisors
California
$205K
AF
283
Allworth Financial
California
$197K +$106K +1,480 +107%
CA
284
Continuum Advisory
Idaho
$181K +$8.49K +119 +5%
MCM
285
MAI Capital Management
Ohio
$170K +$178K +2,491 New
CF
286
Centaurus Financial
California
$168K +$4.14K +58 +2%
TCPW
287
Twin City Private Wealth
North Carolina
$166K -$22.7K -318 -12%
SWM
288
Spire Wealth Management
Virginia
$162K +$71 +1 +0%
RCM
289
Raleigh Capital Management
North Carolina
$155K +$1.5K +21 +0.9%
Qube Research & Technologies (QRT)
290
Qube Research & Technologies (QRT)
United Kingdom
$141K -$251K -3,513 -63%
OIA
291
Optimum Investment Advisors
Illinois
$137K -$9.78K -137 -6%
KIM
292
Kestra Investment Management
Texas
$134K +$140K +1,963 New
FFA
293
Founders Financial Alliance
North Carolina
$120K
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$119K -$2.14K -30 -2%
ME
295
McIlrath & Eck
Washington
$117K
RFG
296
REAP Financial Group
Texas
$97.7K +$1.36K +19 +1%
GWMI
297
Guardian Wealth Management (Illinois)
Illinois
$95.8K -$10.1K -142 -9%
CAS
298
Coppell Advisory Solutions
Texas
$95K
RWPA
299
Richard W. Paul & Associates
Michigan
$93.3K +$11.7K +164 +14%
RFS
300
Richardson Financial Services
Massachusetts
$92.2K -$86.9K -1,218 -47%

BLV Hedge Fund Activity: Q4 2024 in Review

376 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2024, worth a combined $3.19B — down 3.6% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BLV positions and 42 closed out — a net gain of 18 holders — while 160 added to existing stakes and 123 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.9M. The largest seller was Wells Fargo, cutting an estimated $78.7M.

  • 376 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2024, up from 364 in Q3 2024.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 60 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2024 and 42 closed out, a net change of +18 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $42.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2024 was Wells Fargo, an estimated $78.7M sold.

Based on aggregated 13F filings for Q4 2024.